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Girard Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Girard Partners’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,437
Closed -$383K – 212
2020
Q3 		$383K Sell
8,437
-1,288
-13% -$59.5K 0.06% 164
2020
Q2 		$430K Sell
9,725
-97
-1% -$4.11K 0.08% 148
2020
Q1 		$387K Buy
9,822
+496
+5% +$23.9K 0.08% 155
2019
Q4 		$498K Sell
9,326
-116
-1% -$5.99K 0.08% 150
2019
Q3 		$469K Sell
9,442
-17,952
-66% -$890K 0.09% 146
2019
Q2 		$1.4M Buy
27,394
+1,128
+4% +$57.4K 0.25% 93
2019
Q1 		$1.33M Buy
26,266
+96
+0.4% +$4.77K 0.25% 94
2018
Q4 		$1.22M Buy
26,170
+8
+0% +$394 0.26% 92
2018
Q3 		$1.39M Sell
26,162
-15
-0.1% -$797 0.25% 99
2018
Q2 		$1.38M Buy
26,177
+1,449
+6% +$80.1K 0.26% 100
2018
Q1 		$1.36M Buy
24,728
+963
+4% +$54.3K 0.32% 83
2017
Q4 		$1.33M Buy
23,765
+971
+4% +$53.4K 0.25% 100
2017
Q3 		$1.24M Sell
22,794
-1,792
-7% -$95.6K 0.26% 98
2017
Q2 		$1.28M Buy
24,586
+977
+4% +$50.4K 0.28% 92
2017
Q1 		$1.17M Buy
23,609
+562
+2% +$27.2K 0.28% 91
2016
Q4 		$1.07M Sell
23,047
-422
-2% -$19.5K 0.31% 86
2016
Q3 		$1.1M Sell
23,469
-10
-0% -$464 0.37% 76
2016
Q2 		$1.05M Sell
23,479
-1,070
-4% -$49.2K 0.4% 75
2016
Q1 		$1.12M Buy
24,549
+1,068
+5% +$47.1K 0.49% 66
2015
Q4 		$1.09M Sell
23,481
-2,340
-9% -$112K 0.53% 63
2015
Q3 		$1.17M Buy
25,821
+740
+3% +$36.5K 0.66% 53
2015
Q2 		$1.28M Buy
25,081
+2,889
+13% +$155K 0.72% 48
2015
Q1 		$1.15M Buy
22,192
+8,537
+63% +$437K 0.68% 55
2014
Q4 		$677K Buy
13,655
+5,505
+68% +$280K 0.42% 73
2014
Q3 		$426K Buy
+8,150
New +$447K 0.29% 90

Other funds holding DWM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Girard Partners's DWM Position: Q4 2020 in Review

Girard Partners sold out of WisdomTree International Equity Fund (DWM) in Q4 2020, closing a stake of 8,437 shares — an estimated $383K sold.

Girard Partners first reported a position in DWM in Q3 2014 and held it in 25 quarters. The position peaked at $1.4M in Q2 2019. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

  • Girard Partners reported no remaining WisdomTree International Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Girard Partners sold 8,437 WisdomTree International Equity Fund shares in Q4 2020, an estimated $383K.
  • Girard Partners first reported a position in WisdomTree International Equity Fund in Q3 2014 and held it in 25 quarters.
  • Girard Partners's WisdomTree International Equity Fund position peaked at $1.4M in Q2 2019.
  • 118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Girard Partners's 13F filing for Q4 2020, filed 2 Feb 2021.